실적
실적 발표
첫날 +15.8%
기업
액센추어, 소디알의 Yoplait Liberté 캐나다 IT 통합 완료 지원
회사 발표에 따르면 대규모 IT 통합이 완료되어 대규모 전환 역량을 입증했다.
첫날 +1.5% · 현재까지 +19.9%
기업
Accenture and osapiens Make DS Smith Supply Chain EU-Regulation Ready영어 원문
회사 발표가 지속가능성 서비스를 강화하는 파트너십을 공개
첫날 -0.9% · 현재까지 +21.7%
기업호재
Accenture, Google Cloud, Volvo Cars Partner on Open-Source Platform영어 원문
Volvo Cars becomes lead industry partner for Horizon, expanding AI in automotive
첫날 -1.3% · 5일 후 -3.6%
기업호재
Accenture and Anthropic Announce $1B AI Safety Collaboration영어 원문
New reports confirm deal details, market eyes AI safety growth
첫날 +2.7% · 5일 후 -6.3%
›전개 과정 4회
- 2026-09-19 Each commits at least $1B to build embedded evaluator team, boosting AI safety partnership.
- 2026-09-19 Anthropic names ACN first embedded evaluator; non-exclusive, more evaluators to be added
- 2026-09-21 Embedded evaluators to red-team models, boosting AI safety footprint
- 2026-09-21 New reports confirm deal details, market eyes AI safety growth
애널리스트악재
Guggenheim Cuts ACN to Neutral, Shares Fall 4.7%영어 원문
Zacks reports -4.73% close; negative reaction to rating cut
첫날 -4.7% · 5일 후 -2.9%
›전개 과정 2회
- 2026-09-18 Downgrade from Buy to Neutral on channel checks, shares fall 4%.
- 2026-09-18 Zacks reports -4.73% close; negative reaction to rating cut
애널리스트
Guggenheim: 투자의견 하향 → Neutral
첫날 -4.7% · 5일 후 -2.9%
규제
Accenture to Pay $25M to Settle US DEI Allegations영어 원문
Settlement over US government diversity practice allegations, involving compliance and reputational risk
첫날 +6.0% · 5일 후 -4.6%
애널리스트
Wells Fargo: 투자의견 하향 → Equal Weight
첫날 +6.0% · 5일 후 -4.6%
기업
Google Cloud and Accenture Form 1,000-Engineer AI Deployment Team영어 원문
Multiple sources confirm the partnership, with a new group of 1,000 forward-deployed engineers to boost enterprise AI deployment
첫날 -4.1% · 5일 후 +8.0%
›전개 과정 2회
- 2026-09-08 New unit focuses on enterprise AI adoption, boosting Accenture's AI services edge
- 2026-09-09 Multiple sources confirm the partnership, with a new group of 1,000 forward-deployed engineers to boost enterprise AI deployment
기업
Accenture Appoints Emma Chalwin as Chief Marketing Officer영어 원문
Executive change effective Oct 1, impacting brand and marketing strategy
첫날 -4.1% · 5일 후 +8.0%
M&A·자금조달
Accenture to Acquire COMWARE to Boost Digital Core Services for Japan's Mid-Market영어 원문
Deal adds 180+ professionals and SAP, CRM & manufacturing expertise to expand AI-led services for Japan mid-market
첫날 +3.3% · 5일 후 +3.1%
기업악재
Accenture (ACN) Dips 3.91% to $169.98영어 원문
Single-day decline exceeds broader market, reflecting weak sentiment
첫날 -3.9% · 5일 후 +9.7%
기업
Accenture Stock Rises 2.69% Amid FY26 Growth Concerns and Valuation Debate영어 원문
Price gain contrasts with softer FY26 outlook; investors weigh discounted valuation vs. value trap risk
첫날 +2.7% · 5일 후 +0.7%
기업호재
Accenture Signs Multi-Year AI Deal with India's Dabur영어 원문
AI embedded across data, operations and decision-making to drive efficiency and long-term growth
첫날 +0.2% · 5일 후 +4.3%
기업호재
Accenture, UniCredit, IBM Partner on Next-Gen European Banking Platform영어 원문
Long-term strategic collaboration on banking platform signals business expansion.
첫날 +1.6% · 5일 후 +5.9%
제품호재
Accenture Partners with Radisson on ChatGPT AI Hotel Discovery App영어 원문
AI deployment in travel shows Accenture's progress in commercializing generative AI
첫날 +6.9% · 5일 후 +3.5%
기업호재
Brown & Brown Enlists Anthropic, McKinsey and Accenture for AI-First Transformation영어 원문
Accenture selected as partner in Brown & Brown's AI-first enterprise transformation, highlighting its AI service capabilities
첫날 -1.0% · 5일 후 +17.7%
M&A·자금조달악재
Sweden's Andra AP Fonden Cuts ACN Stake by Over Half영어 원문
Institutional disclosure shows 73,582 shares sold, position down 53.9%, reinforcing capital move signal
첫날 -0.5% · 5일 후 +23.6%
›전개 과정 2회
- 2026-07-22 Institutional quarterly filing shows significant position reduction by long-term investor
- 2026-07-22 Institutional disclosure shows 73,582 shares sold, position down 53.9%, reinforcing capital move signal
기타악재
ACN Named Among S&P 500's Worst Performers in H1 2026영어 원문
Multiple outlets flag weak H1 performance, alongside fund cut and lawmaker disclosure
첫날 -2.7% · 5일 후 +16.9%
기업악재
ACN down 8% pre-market on IBM warning영어 원문
IBM preliminary numbers trigger broad software/consulting selloff, ACN -8%
첫날 -2.9% · 5일 후 +4.7%
8-K 공시
8-K: 기타 주요 사항
첫날 -2.8% · 5일 후 +6.2%
제품호재
Accenture, ServiceNow Launch AI-Powered Cybersecurity Offering영어 원문
Joint AI cybersecurity solution combining managed security services, creating new revenue opportunity for ACN.
첫날 -3.3% · 5일 후 +13.9%
M&A·자금조달호재
Accenture boosts FY26 buyback by $2B to $7.5B영어 원문
Total buybacks up 62% YoY; Q4 repurchases expected to exceed $2B
첫날 +1.7% · 5일 후 -2.0%
실적악재
Accenture shares hit 9-year low, options volume 8x normal영어 원문
Post-earnings guide extends decline, analysts cut PTs, unusual options activity
첫날 -2.9% · 5일 후 -23.2%
›전개 과정 8회
- 2026-06-13 Multiple independent sources confirm Accenture's earnings release during the week of June 15
- 2026-06-15 Multiple independent sources confirm Accenture's earnings next week, highlighted as a key event.
- 2026-06-15 Multiple independent sources confirm ACN as a top earnings watch this week; also saw a downgrade today
- 2026-06-18 Multiple sources confirm earnings timing, options market implies large move
- 2026-06-18 Q4 revenue guide $17.75B-$18.4B vs est. $18.47B; Q3 bookings -2% YoY; shares down 14%-19% in record drop
- 2026-06-20 Multiple sources confirm post-crash market pricing and bond spreads, extending the existing earnings event
- 2026-06-21 New info: market prices -9% annual FCF growth for a decade, and dividend yield now matches AT&T, highlighting growth concerns.
- 2026-06-23 Post-earnings guide extends decline, analysts cut PTs, unusual options activity
애널리스트악재
TD Cowen: 투자의견 하향 → Hold
첫날 -2.5% · 5일 후 -0.1%
실적
실적 발표
첫날 -18.0% · 5일 후 +0.8%
8-K 공시
8-K: 실적 공시
첫날 -18.0% · 5일 후 +0.8%
